WWM
IJR icon

Wolff Wiese Magana’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Wolff Wiese Magana’s Portfolio IJR Stock Details IJR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.93M Buy
39,990
+413
+1% +$56.7K 2.73% 4
2026
Q1 		$4.92M Buy
39,577
+2,090
+6% +$266K 2.71% 2
2025
Q4 		$4.51M Buy
37,487
+1,500
+4% +$179K 2.47% 5
2025
Q3 		$4.28M Buy
35,987
+661
+2% +$76K 2.42% 4
2025
Q2 		$3.86M Buy
35,326
+277
+0.8% +$28.6K 2.39% 6
2025
Q1 		$3.67M Buy
35,049
+978
+3% +$110K 2.49% 6
2024
Q4 		$3.93M Buy
34,071
+413
+1% +$49.3K 2.6% 6
2024
Q3 		$3.94M Buy
33,658
+28,968
+618% +$3.27M 2.69% 5
2024
Q2 		$500K Buy
4,690
+3,119
+199% +$334K 0.4% 58
2024
Q1 		$174K Buy
1,571
+488
+45% +$51.8K 0.15% 89
2023
Q4 		$117K Sell
1,083
-4,610
-81% -$444K 0.11% 100
2023
Q3 		$537K Buy
5,693
+299
+6% +$29.9K 0.44% 66
2023
Q2 		$537K Buy
5,394
+170
+3% +$16.2K 0.42% 62
2023
Q1 		$505K Buy
5,224
+95
+2% +$9.5K 0.41% 58
2022
Q4 		$485K Sell
5,129
-759
-13% -$72.8K 0.42% 55
2022
Q3 		$513K Sell
5,888
-89
-1% -$8.64K 0.41% 57
2022
Q2 		$552K Buy
5,977
+210
+4% +$20.9K 0.4% 61
2022
Q1 		$622K Buy
5,767
+999
+21% +$108K 0.42% 57
2021
Q4 		$546K Buy
4,768
+156
+3% +$17.8K 0.35% 66
2021
Q3 		$504K Buy
4,612
+193
+4% +$21.3K 0.36% 74
2021
Q2 		$499K Sell
4,419
-470
-10% -$52.4K 0.36% 70
2021
Q1 		$531K Buy
4,889
+700
+17% +$73.3K 0.42% 57
2020
Q4 		$385K Buy
+4,189
New +$344K 0.32% 68

Other funds holding IJR

VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.25B AUM 17.77% 1-Year Est. Return
AWM
Abound Wealth Management Franklin, Tennessee $504M AUM 23.73% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
CTA
Chesley Taft & Associates Chicago, Illinois $2.57B AUM 22.93% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return